Position in MSFT
as of Sep 30, 2026
· filed Oct 9, 2026
Position Value
$5,500,852
+$1,465,149 QoQ
Shares Held
10,725
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
#162
of 349 holders
Holding Since
Mar 2024
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Sep 30, 2026Bullock Wealth Management Group holds $11,517,023 across 17 Software - Infrastructure names. MSFT ranks #1 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
10,725 | $5,500,852 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
10,345 | $1,935,032 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,296 | $1,706,843 | |
| 4 | FTNT |
Fortinet, Inc.
|
8,717 | $1,558,250 | |
| 5 | ORCL |
Oracle Corp
|
3,263 | $448,009 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,629 | $141,918 | |
| 7 | FFIV |
F5, Inc.
|
227 | $101,055 | |
| 8 | NTAP |
NetApp, Inc.
|
167 | $35,083 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $5,500,852 | 10,725 | Shares | Sole | 2026-10-09 | |
| 2026-06-30 | $4,035,703 | 10,819 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $4,069,648 | 10,994 | Shares | Sole | 2026-09-10 | |
| 2025-12-31 | $5,399,133 | 11,164 | Shares | Sole | 2026-09-10 | |
| 2025-09-30 | $5,700,557 | 11,006 | Shares | Sole | 2026-09-24 | |
| 2025-06-30 | $5,538,162 | 11,134 | Shares | Sole | 2026-09-24 | |
| 2025-03-31 | $4,236,651 | 11,286 | Shares | Sole | 2026-09-24 | |
| 2024-12-31 | $4,800,042 | 11,388 | Shares | Sole | 2026-09-24 | |
| 2024-09-30 | $4,841,735 | 11,252 | Shares | Sole | 2026-09-24 | |
| 2024-06-30 | $4,961,591 | 11,101 | Shares | Sole | 2026-09-24 | |
| 2024-03-31 | $4,752,453 | 11,296 | Shares | Sole | 2026-09-24 | |
| No filing history on record for this holder in this stock. | ||||||